CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s BOK Financial BOKF Stock Holding History

CAPTRUST Financial Advisors’s Portfolio BOKF Stock Details BOKF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$487K Buy
3,805
+2,041
+116% +$262K ﹤0.01% 2044
2025
Q4 		$209K Sell
1,764
-572
-24% -$64.1K ﹤0.01% 2502
2025
Q3 		$260K Buy
+2,336
New +$250K ﹤0.01% 2270
2025
Q2 		– Sell
-2,699
Closed -$281K – 2520
2025
Q1 		$281K Sell
2,699
-762
-22% -$81.9K ﹤0.01% 1979
2024
Q4 		$368K Buy
+3,461
New +$386K ﹤0.01% 1785
2024
Q1 		– Sell
-2,916
Closed -$250K – 2214
2023
Q4 		$250K Buy
+2,916
New +$220K ﹤0.01% 2233
2022
Q3 		– Sell
-679
Closed -$51K – 2315
2022
Q2 		$51K Buy
679
+165
+32% +$13.9K ﹤0.01% 2735
2022
Q1 		$48K Buy
514
+11
+2% +$1.14K ﹤0.01% 2800
2021
Q4 		$53K Hold
503
– – ﹤0.01% 2616
2021
Q3 		$45K Buy
503
+257
+104% +$22K ﹤0.01% 2648
2021
Q2 		$21K Hold
246
– – ﹤0.01% 3064
2021
Q1 		$22K Buy
+246
New +$20.9K ﹤0.01% 2932
2019
Q4 		– Sell
-510
Closed -$40K – 1103
2019
Q3 		$40K Hold
510
– – ﹤0.01% 1065
2019
Q2 		$38K Hold
510
– – ﹤0.01% 1073
2019
Q1 		$42K Buy
+510
New +$42.9K ﹤0.01% 958

Other funds holding BOKF

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

CAPTRUST Financial Advisors's BOKF Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its BOK Financial (BOKF) stake by 116% in Q1 2026, buying an estimated $262K and bringing the position to 3,805 shares worth $487K. The position accounts for ﹤0.01% of the portfolio, ranked #2044.

CAPTRUST Financial Advisors first reported a position in BOKF in Q1 2019 and has held it in 15 quarters since. 287 funds tracked by Wall St. Rank hold BOKF as of Q1 2026.

  • CAPTRUST Financial Advisors held 3,805 shares of BOK Financial worth $487K as of Q1 2026.
  • CAPTRUST Financial Advisors bought 2,041 BOK Financial shares in Q1 2026, an estimated $262K.
  • BOK Financial made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2044 holding.
  • CAPTRUST Financial Advisors first reported a position in BOK Financial in Q1 2019 and has held it in 15 quarters since.
  • 287 funds tracked by Wall St. Rank held BOK Financial as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.